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Paul Wnek

Essentials should include Sharing Rules for Record Visibility/Restriction

Essentials should include Sharing Rules and Role Hierarchy. I can't think of a business that wouldn't want to restrict record visibility. Not having sharing rules leaves all Small Business records wide open to those with Salesforce access and… Show more

0 comments · 10 months ago

20  Points
Closed - Low Activity
Closed - Low Activity

Sylvia Bhatia

Creating tasks from emails - keeping text and attachments readily handy

I wish there was a way to easily create tasks from emails which would automatically take the body of the email and convert it to a note and add any attachments to the task so that everything you need is at your finger tips when you are reminded to… Show more

0 comments · 7 years ago

10  Points
Closed - Low Activity
Closed - Low Activity

裕之 豊島

Display order of usernames on a user month-view calendar's user selection list

月間ユーザカレンダーの選択ユーザ表示順についてI would like you to modify the rules used to determine the display order of usernames on a user month-view calendar's user selection list.The following alphanumeric (including kanji and hiragana) order of display would be… Show more

0 comments · 5 years ago

20  Points
Closed - Low Activity
Closed - Low Activity

Isaac Lewis

Salesforce for Outlook: Record Quick Actions

Allow users to use record quick actions from the sidebar. Use Case: A user receives an email with three contacts. Each contact requires a different follow-up task. Rather than create three blank tasks from global actions, why not create tasks from… Show more

0 comments · 6 years ago

10  Points
Closed - Low Activity
Closed - Low Activity

Kirsten Gloeckner

Update email content to leads/accounts receiving mass email

It would be nice if, when using a mass email, the email body could be updated in the activity.  Right now only the subject line is updated.  Sending a single Html email works that way, but mass email does not.

0 comments · 7 years ago

1,220  Points
Closed - Low Activity
Closed - Low Activity

pmcdermott

Make Reports fields and Relationships available for Mail Merge

When creating a report the report builder already recognizes the relationships between records, so you can create a report that has fields from your account record, and any custom records you have created that are related to the account.When creating… Show more

4 comments · 14 years ago

20  Points
Closed - Low Activity
Closed - Low Activity

Jacqueline Amyot

Web-to-custom app

My company uses web-to-lead and I'm aware of web-to-case, but what's lacking for us is a web-to-custom app option. My company is a market research firm and we recruit/capture study panelists through our website. We have a custom field in… Show more

1 comment · 12 years ago

0  Points
Recycle Bin
Recycle Bin

Client Care

Allow vendors/contractors accounts to "add e-mail" from Outlook

We should be able to track what is happening with our own vendors, contractors, and other people who are not potential clients in side of salesforce in the same manner that we can work with potential client accounts. We had created two new tabs in… Show more

1 comment · 14 years ago

70  Points
Closed - Low Activity
Closed - Low Activity

Jeremy Kraybill

Allow VisualForce components/pages to inject contents into other components or p

In this thread: http://community.salesforce.com/sforce/board/message?board.id=Visualforce&thread.id=7333 someone hit the limitation that VisualForce doesn't allow you to put anything in the <head> tag of the page, except via the apex… Show more

1 comment · 12 years ago

70  Points
Closed - Low Activity
Closed - Low Activity

JB Manager

Opportunities hierarchy with Partners

When you have several partners working on the same opportunity, they all have their own Salesforce opportunity in PRM. It should be possible to summaryse all partners opportunities into one "master" opportunity, that would summarize, let… Show more

2 comments · 13 years ago

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